See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,256 | $118,680-69.5% | $98,907-63.3% | $158,922-77.2% |
| Participation rate | 55.6% | 77.8%-22.3pp | 76.0%-20.5pp | 82.0%-26.4pp |
| Annual return | 20.11% | 372.35%-352.2pp | 196.43%-176.3pp | 302.83%-282.7pp |
| Employer contribution / active EE | $3,627 | $3,333+8.8% | $2,689+34.9% | $4,761-23.8% |
| Participant deferral / active EE | $6,479 | $5,088+27.3% | $4,244+52.7% | $5,982+8.3% |
| Admin fee / account holder | $3,758 | $10,131-62.9% | $6,642-43.4% | $11,246-66.6% |